Organising files
Folders organise the File Library. Cloud imports can also place files directly at the project root where that destination is enabled. You can build the structure by hand, or tick a set of documents and let Judicio propose one from what it read in them.
Finding your way around
The folder tree is the file list — there is no separate table. It runs down the left of the panel, with a search field above it. Its first row is the project name, with the whole project's file count on the right. Collapsing that row folds every folder at once, which is the one gesture that closes the entire tree. Selecting it returns you to the root, where the tree lists folders and any files imported directly at root.
Each folder row shows its name and its file count. Hovering or focusing a row reveals two controls: an eye that opens the folder, and a kebab that opens the folder menu. Opening a folder lists its sub-folders, then its files, as rows in the same tree. A file row carries a tick box, its processing status, a preview eye and its own kebab for the file menu.
Making folders
There are two ways to create one, and both end at the same inline name box.
New folder, beside the search field, puts the explorer into pick mode: a banner reads Choose where to create the folder, with Cancel. Point at any folder in the tree, at any depth, or at the project root, and its row offers Here in place of its file count. Choosing Here opens a name box as that folder's first child. Type the name and press Enter to create it, or Escape to back out; a sibling already using that name is rejected without clearing what you typed. The new folder blinks once as it lands.
New subfolder in a folder's own menu skips the picking step and opens that same name box directly, one level inside the folder you chose it from.
The folder menu
The kebab on a folder row opens the folder's actions, under the caption Folder actions. On a synced root the sync items follow under a second caption, Sync management.
| Item | What it does | When it is available |
|---|---|---|
| Open | Navigates into the folder and expands it in the tree. | Always. |
| New subfolder | Opens the name box directly, inside this folder. | Project owners and editors, and not on a read-only mirrored folder, with the folder's own reason shown. |
| Upload here | Opens the folder and starts an upload bound for it. | Project owners and editors, and not on a read-only mirrored folder. |
| Share… | Opens Share folder. See Sharing files. | Organisations only, and only for the project owner or someone holding an Owner share on the folder. |
| Rename | Opens Rename folder, which takes a new name and commits with Save changes. | Project owners and editors. |
| Move | Opens Move folder and asks you to Choose a destination folder. | Project owners and editors. Never on the project's default folder or a synced root. |
| Convert to synced folder… | Opens two-way sync setup for this folder. | Project owners and editors, and not on the project's default folder or an already-synced one. |
| Sync now, Pause sync / Resume sync, Reconnect cloud account, Retry failed, Stop syncing…, Raise credit cap… | Manage an already-synced folder. Each appears only when it applies — Reconnect only while the connection needs it, Retry failed only once files have failed, Raise credit cap… only while paused for that reason. | Synced roots only. All but Reconnect cloud account and Raise credit cap… need the project's owner or editor role; reconnecting needs the account's owner, or a workspace sync admin for a shared account with no owner. See Cloud import. |
| Download as ZIP | Downloads the folder and its contents as a single archive named after the folder. | Always. |
| Export summary… | Resolves every file under the folder, then opens Export file summary for them. See File summaries and insights. | Always. |
| Delete | Opens the delete confirmation. Reads Delete everywhere… on a synced root. | Project owners and editors. Never on the project's default folder. |
A viewer's menu leaves out New subfolder, Upload here, Rename, Move and Delete altogether, and every sync action but Reconnect cloud account and Raise credit cap…; an editor sees them all, disabled where the folder rules one out.
A folder's own share role (Viewer, Editor or Owner — see Sharing files) does not change any of this: whether you may rename, move, delete, add to or auto-folderise a folder depends only on your role on the project it belongs to.
Acting on a selection
Tick anything and a band floats over the tree. It counts what you have picked, as files, folders and total pages, and adds includes files outside this folder when your selection reaches beyond the folder on screen. Selection is project-wide: tick a file here, walk to another folder, tick more, and the band keeps both.
| Control | What it does | When it is available |
|---|---|---|
| Auto folderise | Opens Smart Auto-Folderise for the whole selection, files and folders alike. | Project owners and editors, with two or more items. Below two the tooltip counts down the items still needed. |
| Move | Opens the move modal for everything ticked. | Project owners and editors. Blocked while a selected folder is still resolving, and blocked outright if the default folder is in the selection. |
| Delete | Opens the delete confirmation. | Same conditions as Move. |
| Clear selection | Empties the selection. | Always. |
A viewer sees the band and can use the selection to start a run in another feature, or clear it, but the band shows them no Auto folderise, Move or Delete.
The confirmation says so: This will permanently delete … You can't undo this action. Deleting a folder takes everything inside it. There is no trash and nothing to restore from. Where the selection came from a connected system, the modal adds that your copy in that system is not touched.
Auto folderise
Open Auto folderise
Tick at least two items, then press Auto folderise in the selection band. The modal is headed Smart Auto-Folderise over AI-powered file organization, with five steps listed down its left edge: Destination folder, Analysis, Strategy, Preview and Apply.
Destination folder asks where the new structure should be built. Pick an existing folder, or create one here and the primary button becomes Create & Continue. The footer keeps the chosen destination in view for the rest of the run.
Analysis reads the selection. When it finishes, the heading reads Analysis completed over We found the following key information across your files, with counts for Parties, Doc types, Cases and Years.
Choose a structure, then check it
Strategy offers named structures under Suggested folder structure, one of them badged Recommended. Build Custom Strategy at the foot opens the builder instead, where you choose the levels yourself or describe them in plain English. Back returns to the analysis.
Preview draws the exact folder tree that will be created and shows which document lands in which folder. Nothing has moved yet.
Two controls sit in the footer. Copy files (Keep originals) leaves your documents where they are and places copies into the new tree; with it off, the files are moved. Apply commits.
Apply reports what was built. View organized files closes the modal and refreshes the tree so you land on the new structure. Start over discards the run and returns to the first step.
If a run fails, the notification it produces links back to a modal titled Retry organize files, whose primary action is Retry.
Next steps
- Search and filter - find a document once the tree is deep.
- Sharing files - give a colleague a folder.
- File summaries and insights - read a whole folder at once.